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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1801
Raffa Wealth Management
District of Columbia
$331K +$844 +2 +0.3%
JFA
1802
JNBA Financial Advisors
Minnesota
$330K – – –
WAS
1803
WESPAC Advisors SoCal
California
$329K +$2.53K +6 +0.8%
VFG
1804
V2 Financial group
Illinois
$329K +$3.38K +8 +1%
BCP
1805
Berkeley Capital Partners
Georgia
$328K -$3.05M -7,226 -91%
WKSWA
1806
White Knight Strategic Wealth Advisors
New Jersey
$327K +$316K +748 New
SS
1807
Sunbelt Securities
Texas
$325K +$49.4K +117 +18%
BFA
1808
Bragg Financial Advisors
North Carolina
$323K – – –
OCM
1809
Orser Capital Management
Texas
$323K +$312K +740 New
I
1810
INVST
Indiana
$322K +$22.8K +54 +7%
IIA
1811
IPG Investment Advisors
California
$322K +$311K +736 New
SC
1812
Sinecera Capital
Texas
$321K +$311K +736 New
FWM
1813
Fingerlakes Wealth Management
New York
$321K +$311K +737 New
EA
1814
Eclectic Associates
California
$320K +$309K +733 New
CWM
1815
Cranbrook Wealth Management
Michigan
$319K – – –
PFG
1816
Peterson Financial Group
Iowa
$318K +$308K +729 New
CIA
1817
Compass Ion Advisors
Pennsylvania
$316K -$314K -743 -51%
QPWM
1818
Quadrant Private Wealth Management
Pennsylvania
$316K +$33.8K +80 +12%
AA
1819
Ashford Advisors
New York
$314K – – –
HHGA
1820
Halbert Hargrove Global Advisors
California
$312K +$844 +2 +0.3%
STAS
1821
Strong Tower Advisory Services
Minnesota
$312K +$87.4K +207 +41%
CBOR
1822
Community Bank of Raymore
Missouri
$311K – – –
CRI
1823
Colonial River Investments
Virginia
$311K +$301K +713 New
CFCI
1824
Comprehensive Financial Consultants Institutional
Indiana
$311K +$327K +775 New
FF
1825
Fluent Financial
Texas
$307K -$78.9K -187 -21%
71 72
73
74 75